CFM Wealth Partners’s Proofpoint, Inc. PFPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,437
| Closed | -$423K | – | 191 |
|
|
2021
Q2 | $423K | Sell |
2,437
-24,154
| -91% | -$3.92M | 0.11% | 111 |
|
|
2021
Q1 | $3.35M | Sell |
26,591
-57
| -0.2% | -$7.43K | 1.01% | 26 |
|
|
2020
Q4 | $3.63M | Sell |
26,648
-1,032
| -4% | -$113K | 1.16% | 20 |
|
|
2020
Q3 | $2.92M | Buy |
27,680
+416
| +2% | +$46.4K | 1.07% | 27 |
|
|
2020
Q2 | $3.03M | Sell |
27,264
-783
| -3% | -$89.5K | 1.15% | 20 |
|
|
2020
Q1 | $2.88M | Buy |
28,047
+86
| +0.3% | +$10K | 1.34% | 17 |
|
|
2019
Q4 | $3.5M | Buy |
+27,961
| New | +$3.33M | 1.29% | 18 |
|
